Overview

• Microsoft is in advanced talks to revise its 2019 deal with OpenAI and secure ongoing access to its latest AI technology.
• Negotiations cover expanding Microsoft’s equity stake and revamping the AGI access clause that would otherwise end its rights after an AGI declaration.
• OpenAI’s planned transition to a public-benefit corporation and its $40 billion funding round led by SoftBank depend on Microsoft’s sign-off.
• The AI lab has added Google Cloud, expanded its Oracle tie-up with a planned 4.5 GW data center capacity and turned to CoreWeave to diversify cloud services.
• OpenAI plans to unveil its GPT-5 model in early August, a release that could boost usage of Microsoft’s Azure and Copilot platforms.